Anic Equity¶
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Total return since start: 0.566 %¶
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Equity now: -----------------------------> 47840.49 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46445.59 Kr¶
PnL: ---------------------------------------> -442.98 Kr¶
DD now: ---------------------------------> -1.623 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 12:43:50.547842'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -2.320000 | 2803.500000 | 167.500000 | 6.350000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.500000 | 3088.800000 | 117.800000 | 3.960000 | 2971.000006 |
| Corem Property Group B | 59 | -1.070000 | 655.490000 | 78.490000 | 13.600000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.600000 | 431.400000 | 76.400000 | 21.520000 | 355.000000 |
| SAAB B | 8 | 1.440000 | 3443.200000 | 66.200000 | 1.960000 | 3377.000000 |
| Boozt | 12 | -0.210000 | 1702.800000 | 48.800000 | 2.950000 | 1653.999996 |
| HMS Networks | 2 | -0.440000 | 716.400000 | 43.400000 | 6.450000 | 673.000000 |
| OEM International B | 7 | 0.000000 | 555.800000 | 27.800000 | 5.270000 | 527.999997 |
| Intrum | 4 | 0.400000 | 548.400000 | 21.400000 | 4.060000 | 527.000000 |
| MedCap | 2 | -0.680000 | 437.000000 | 16.000000 | 3.800000 | 421.000000 |
| Coor Service Management Hold. | 8 | 0.150000 | 547.600000 | 15.600000 | 2.930000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Eastnine | 4 | -0.320000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -1.200000 | 256.560000 | 10.560000 | 4.290000 | 246.000000 |
| AcadeMedia | 12 | 0.730000 | 564.720000 | 7.720000 | 1.390000 | 557.000004 |
| Resurs Holding | 22 | 0.110000 | 579.260000 | 5.260000 | 0.920000 | 573.999998 |
| Swedbank A | 3 | 1.690000 | 568.500000 | 4.500000 | 0.800000 | 564.000000 |
| Karnov Group | 9 | -1.970000 | 537.300000 | 1.300000 | 0.240000 | 536.000004 |
| Creaspac SPAC | 6 | -0.100000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Norva24 Group | 16 | 0.300000 | 543.680000 | 0.680000 | 0.130000 | 543.000000 |
| Handelsbanken A | 5 | 0.370000 | 546.000000 | 0.000000 | 0.000000 | 546.000000 |
| Securitas B | 6 | -0.150000 | 568.560000 | -1.440000 | -0.250000 | 570.000000 |
| Essity B | 2 | -1.310000 | 572.400000 | -1.600000 | -0.280000 | 574.000000 |
| Essity A | 4 | -1.720000 | 1146.000000 | -3.000000 | -0.260000 | 1149.000000 |
| Nordea Bank Abp | 29 | 0.020000 | 3449.840000 | -4.160000 | -0.120000 | 3453.999992 |
| CTEK | 13 | 0.550000 | 525.720000 | -8.280000 | -1.550000 | 533.999999 |
| Midsona B | 63 | -1.730000 | 573.300000 | -9.700000 | -1.660000 | 582.999984 |
| FM Mattsson Mora Group B | 50 | -2.690000 | 2890.000000 | -37.000000 | -1.260000 | 2927.000000 |
| International Petroleum Corp. | 5 | 2.490000 | 556.500000 | -38.070000 | -6.400000 | 594.565215 |
| Vivesto | 1368 | 2.060000 | 570.460000 | -42.540000 | -6.940000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.370000 | 3766.000000 | -84.000000 | -2.180000 | 3850.000000 |
| OX2 | 18 | 1.550000 | 1537.200000 | -126.800000 | -7.620000 | 1663.999992 |
| Axfood | 13 | 0.250000 | 3597.100000 | -158.900000 | -4.230000 | 3756.000001 |
| Ovzon | 52 | 3.720000 | 3047.200000 | -314.800000 | -9.360000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.200000 | 3451.000000 | -360.000000 | -9.450000 | 3810.999990 |
| TOTAL | 46436.990000 | -451.580000 | -1.64097% | 46888.564618 |
Updated:¶
'2023-01-18 12:43:23.813629'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
